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U.S. Retail Distributors Industry Analysis

UpdatedJun 01, 2026
DataAggregated Company Financials
Companies41
  • 7D-0.3%
  • 3M-15.3%
  • 1Y-25.9%
  • YTD-14.4%

Over the last 7 days, the Retail Distributors industry has remained flat, although notably Polibeli Group declined by 15%. As for the longer term, the industry has declined 26% in the last year. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

Has the U.S. Retail Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 02 Jun 2026US$32.3bUS$72.2bUS$1.1b14x28.1x0.4x
Thu, 30 Apr 2026US$35.6bUS$64.7bUS$1.2b18.5x31x0.6x
Sat, 28 Mar 2026US$34.5bUS$64.1bUS$1.2b16.9x28.4x0.5x
Mon, 23 Feb 2026US$38.3bUS$64.1bUS$1.2b17.5x31.7x0.6x
Wed, 21 Jan 2026US$42.4bUS$60.6bUS$2.1b20.2x20.6x0.7x
Fri, 19 Dec 2025US$39.3bUS$60.6bUS$2.1b18.8x19.1x0.6x
Sun, 16 Nov 2025US$38.5bUS$60.6bUS$2.1b18.5x18.7x0.6x
Tue, 14 Oct 2025US$40.1bUS$59.2bUS$2.1b21x19.3x0.7x
Thu, 11 Sep 2025US$43.2bUS$59.2bUS$2.1b25.3x20.8x0.7x
Sat, 09 Aug 2025US$40.8bUS$59.2bUS$2.1b24.8x19.4x0.7x
Mon, 07 Jul 2025US$42.4bUS$59.0bUS$2.1b23.1x19.9x0.7x
Wed, 04 Jun 2025US$42.5bUS$59.0bUS$2.1b20.9x20x0.7x
Fri, 02 May 2025US$39.9bUS$58.6bUS$2.1b19.1x18.6x0.7x
Sun, 30 Mar 2025US$42.1bUS$58.7bUS$2.2b18.2x19x0.7x
Tue, 25 Feb 2025US$42.9bUS$58.7bUS$2.2b17.1x19.4x0.7x
Thu, 23 Jan 2025US$43.2bUS$58.0bUS$2.5b17.1x17.6x0.7x
Sat, 21 Dec 2024US$40.8bUS$58.0bUS$2.5b14.2x16.6x0.7x
Mon, 18 Nov 2024US$43.2bUS$57.9bUS$2.5b15.7x17.6x0.7x
Wed, 16 Oct 2024US$46.6bUS$57.4bUS$2.6b14.7x18x0.8x
Fri, 13 Sep 2024US$45.0bUS$57.4bUS$2.6b15.8x17.4x0.8x
Sun, 11 Aug 2024US$45.1bUS$58.0bUS$2.6b14.9x17.4x0.8x
Tue, 09 Jul 2024US$43.8bUS$57.7bUS$2.8b12.8x15.9x0.8x
Thu, 06 Jun 2024US$47.0bUS$47.4bUS$2.7b13.6x17.6x1x
Sat, 04 May 2024US$49.3bUS$47.3bUS$2.7b16.2x18.5x1x
Mon, 01 Apr 2024US$53.3bUS$47.0bUS$2.9b15.1x18.7x1.1x
Wed, 28 Feb 2024US$52.4bUS$46.9bUS$2.8b19.4x18.5x1.1x
Fri, 26 Jan 2024US$49.3bUS$46.5bUS$2.8b15.6x17.8x1.1x
Sun, 24 Dec 2023US$49.0bUS$46.4bUS$2.7b11.8x18.2x1.1x
Tue, 21 Nov 2023US$46.7bUS$46.3bUS$2.7b14.1x17.5x1x
Thu, 19 Oct 2023US$49.3bUS$45.9bUS$2.7b15.3x18x1.1x
Sat, 16 Sep 2023US$49.6bUS$45.9bUS$2.7b15.4x18.2x1.1x
Mon, 14 Aug 2023US$53.0bUS$45.9bUS$2.7b17.5x19.5x1.2x
Wed, 12 Jul 2023US$55.8bUS$45.5bUS$3.0b13.6x18.8x1.2x
Fri, 09 Jun 2023US$50.4bUS$45.5bUS$3.0b12.6x17x1.1x
Price to Earnings Ratio

17x


Total Market Cap: US$50.4bTotal Earnings: US$3.0bTotal Revenue: US$45.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Retail Distributors Industry Price to Earnings3Y Average 19.6x202420252026
Current Industry PE
  • Investors are optimistic on the American Retail Distributors industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 28.1x which is higher than its 3-year average PE of 19.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.83x.
Past Earnings Growth
  • The earnings for companies in the Retail Distributors industry have declined 27% per year over the last three years.
  • Meanwhile revenues for these companies have grown 17% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the U.S. Consumer Discretionary industry?

US Market1.58%
Consumer Discretionary1.58%
Retail Distributors-0.34%
Distributors-0.34%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
GPC Genuine PartsUS$99.352.4%
+US$316.5m		-22.2%PE227.5x
SMJF SMJ International HoldingsUS$5.108.5%
+US$11.1m		n/aPE194.8x
RCT RedCloud HoldingsUS$0.646.7%
+US$2.2m		-62.1%PS0.7x
EPSM Epsium EnterpriseUS$1.4111.9%
+US$2.0m		-91.6%PS3.7x
PASW Ping An BiomedicalUS$0.179.0%
+US$1.7m		n/aPS4.2x

Latest News

LKQ
US$25.65
LKQ
7D
-5.9%
1Y
-36.5%
Seeking Alpha • May 31

LKQ Corporation Is Too Cheap To Ignore, Especially With A Potential Catalyst At Play

Summary LKQ Corporation shares have dropped 26% despite rising revenue, creating a compelling value opportunity. Recent profit and cash flow declines stem from margin compression, inflation, tariffs, and lower vendor rebates, but cost-cutting and asset sales are underway. Management is pursuing strategic alternatives, including a possible business sale and divestiture of specialty operations, with strong buyer interest despite market headwinds. At current deeply discounted multiples versus peers, I maintain a solid ‘buy’ rating, though economic concerns temper a stronger recommendation. Read the full article on Seeking Alpha
GPC
US$99.35
Genuine Parts
7D
2.4%
1Y
-22.2%
POOL
US$179.60
Pool
7D
-1.5%
1Y
-41.2%
Seeking Alpha • May 24

Pool Corporation: Profiting From The Sunbelt's Long Term Growth Potential

Summary Pool Corporation is the leading wholesale distributor of swimming pool and related outdoor products, with a dominant presence in Sunbelt states. POOL derives 64% of revenue from recurring maintenance, providing resilience despite cyclical exposure to new pool construction and remodeling. Current valuation around $180/share aligns with intrinsic value, reflecting limited near-term growth but positioning for upside as construction cycles recover post-2026. Capital allocation remains disciplined, with steady dividends, opportunistic share repurchases, and conservative leverage supporting long-term shareholder returns. Read the full article on Seeking Alpha
EDUC
US$1.46
Educational Development
7D
3.5%
1Y
3.5%
AENT
US$5.78
Alliance Entertainment Holding
7D
-8.3%
1Y
63.3%
PLBL
US$6.17
Polibeli Group
7D
-15.5%
1Y
-21.6%
GCT
US$35.38
GigaCloud Technology
7D
-7.4%
1Y
97.3%
Narrative Update • May 20

GCT: Turnaround And International Expansion Will Support Future Upside After Strong Q4

Analysts have lifted their price target on GigaCloud Technology to $73 from $44, citing stronger than expected Q4 results. These include revenue above management's guidance range, supported by a turnaround in the Noble House brand and robust international sales.
RCT
US$0.64
RedCloud Holdings
7D
6.7%
1Y
-62.1%
GOLD
US$40.02
Gold.com
7D
-7.2%
1Y
97.2%
SORA
US$2.50
AsiaStrategy
7D
-5.3%
1Y
-65.3%
EPSM
US$1.41
Epsium Enterprise
7D
11.9%
1Y
-91.6%
AGCC
US$16.50
Agencia Comercial Spirits
7D
-5.0%
1Y
n/a
DIT
US$81.08
AMCON Distributing
7D
0.2%
1Y
16.9%
SMJF
US$5.10
SMJ International Holdings
7D
8.5%
1Y
n/a
PASW
US$0.17
Ping An Biomedical
7D
9.0%
1Y
n/a
JEM
US$1.74
707 Cayman Holdings
7D
15.2%
1Y
n/a